A detailed history of Allworth Financial LP transactions in Phillips 66 stock. As of the latest transaction made, Allworth Financial LP holds 12,778 shares of PSX stock, worth $1.67 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
12,778
Previous 13,756 7.11%
Holding current value
$1.67 Million
Previous $1.94 Million 13.5%
% of portfolio
0.01%
Previous 0.01%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

SELL
$125.0 - $147.17 $122,250 - $143,932
-978 Reduced 7.11%
12,778 $1.68 Million
Q2 2024

Jul 23, 2024

SELL
$135.85 - $172.71 $179,729 - $228,495
-1,323 Reduced 8.77%
13,756 $1.94 Million
Q1 2024

Apr 25, 2024

BUY
$127.67 - $163.34 $56,940 - $72,849
446 Added 3.05%
15,079 $2.46 Million
Q4 2023

Jan 24, 2024

BUY
$109.19 - $135.72 $232,683 - $289,219
2,131 Added 17.05%
14,633 $1.95 Million
Q3 2023

Oct 31, 2023

BUY
$95.4 - $124.28 $22,991 - $29,951
241 Added 1.97%
12,502 $1.5 Million
Q2 2023

Jul 18, 2023

BUY
$90.81 - $106.46 $296,857 - $348,017
3,269 Added 36.35%
12,261 $1.17 Million
Q1 2023

Apr 18, 2023

BUY
$93.54 - $111.49 $358,445 - $427,229
3,832 Added 74.26%
8,992 $911,000
Q4 2022

Jan 13, 2023

BUY
$84.58 - $112.31 $101,749 - $135,108
1,203 Added 30.4%
5,160 $0
Q3 2022

Oct 18, 2022

SELL
$74.16 - $93.57 $24,176 - $30,503
-326 Reduced 7.61%
3,957 $319,000
Q2 2022

Jul 13, 2022

SELL
$81.02 - $110.25 $21,713 - $29,547
-268 Reduced 5.89%
4,283 $351,000
Q1 2022

Apr 22, 2022

BUY
$75.34 - $93.2 $135,310 - $167,387
1,796 Added 65.19%
4,551 $393,000
Q4 2021

Jan 21, 2022

SELL
$68.67 - $83.73 $28,154 - $34,329
-410 Reduced 12.95%
2,755 $200,000
Q3 2021

Nov 02, 2021

SELL
$64.27 - $87.9 $3,727 - $5,098
-58 Reduced 1.8%
3,165 $222,000
Q2 2021

Aug 02, 2021

BUY
$74.95 - $92.56 $14,840 - $18,326
198 Added 6.55%
3,223 $277,000
Q1 2021

Apr 29, 2021

SELL
$67.38 - $88.66 $11,993 - $15,781
-178 Reduced 5.56%
3,025 $247,000
Q4 2020

Jan 26, 2021

SELL
$44.22 - $70.86 $2,918 - $4,676
-66 Reduced 2.02%
3,203 $224,000
Q3 2020

Nov 03, 2020

BUY
$51.84 - $69.11 $9,072 - $12,094
175 Added 5.66%
3,269 $169,000
Q2 2020

Jul 24, 2020

BUY
$49.51 - $89.73 $89,959 - $163,039
1,817 Added 142.29%
3,094 $222,000
Q1 2020

Apr 17, 2020

BUY
$42.09 - $112.2 $8,544 - $22,776
203 Added 18.9%
1,277 $69,000
Q4 2019

Jan 16, 2020

BUY
$98.24 - $119.7 $29,570 - $36,029
301 Added 38.94%
1,074 $120,000
Q3 2019

Oct 09, 2019

BUY
$94.06 - $105.06 $13,356 - $14,918
142 Added 22.5%
773 $79,000
Q2 2019

Jul 25, 2019

BUY
$80.8 - $98.61 $7,756 - $9,466
96 Added 17.94%
631 $59,000
Q1 2019

May 07, 2019

SELL
$86.9 - $98.89 $1,390 - $1,582
-16 Reduced 2.9%
535 $51,000
Q4 2018

Feb 11, 2019

BUY
$78.5 - $118.47 $78 - $118
1 Added 0.18%
551 $47,000
Q3 2018

Oct 30, 2018

SELL
$109.36 - $123.34 $2,077 - $2,343
-19 Reduced 3.34%
550 $62,000
Q2 2018

Aug 08, 2018

SELL
$94.95 - $121.87 $1,234 - $1,584
-13 Reduced 2.23%
569 $64,000
Q1 2018

May 02, 2018

BUY
$89.58 - $106.9 $89 - $106
1 Added 0.17%
582 $56,000
Q3 2017

Oct 12, 2017

BUY
$80.89 - $91.8 $80 - $91
1 Added 0.17%
581 $53,000
Q2 2017

Aug 07, 2017

BUY
N/A
580
580 $48,000

Others Institutions Holding PSX

About Phillips 66


  • Ticker PSX
  • Exchange NYSE
  • Sector Energy
  • Industry Oil & Gas Refining & Marketing
  • Shares Outstandng 481,051,008
  • Market Cap $63B
  • Description
  • Phillips 66 operates as an energy manufacturing and logistics company. It operates through four segments: Midstream, Chemicals, Refining, and Marketing and Specialties (M&S). The Midstream segment transports crude oil and other feedstocks; delivers refined petroleum products to market; provides terminaling and storage services for crude oil ...
More about PSX
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